Job Description

Understands customer needs and provides business banking sales and service to BMO customers or prospects. Advises customers on business banking strategies and products (including credit cards) that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed.Handles customer inquiries in an informed, professional, and efficient manner.Probes to understand customer needs and provides advice related to business banking and credit card strategies that meet their objectives.Manages all transactional outcomes of customer calls or defers to appropriate internal business groups.Escalates complex or unresolved customer situations to the appropriate BMO colleague as required.Performs any required activities after completed calls to ensure customer’s requests are accurately processed.Maintains current knowledge of business banking and credit card industries, practices, and trends and integrates into customer conversations in a professional manner.Integrates marketing promotions and programs into customer conversations where appropriate.Maintains the confidentiality of customer and Bank information.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Adheres to regulatory and compliance requirements appropriate for the jurisdiction.Provides subject matter expertise relating to product knowledge.Typically between 2 – 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.High school diploma or equivalent work experience.